Stocks & Securities
A gift of stock is valued for tax purposes on the date of transfer. The fair market value of gifts of long-term, capital gain securities or real estate is deductible up to 30% of a donor's adjusted gross income. Any amount in excess may be carried forward for a period of five years. Giving securities that have increased in value is a great way to both benefit Butler and bypass the capital gains tax due on a sale.
If you would like to make a gift of tangible property or stocks and securities, please contact email@example.com.
Securities Delivery Instructions
David A. Noyes
Cooke Financial Group of David A. Noyes
8888 Keystone Crossing, Suite 105
Prior to any stock transfers to the above listed brokerage account please notify Advancement Services at 317-940-9469 or by email at firstname.lastname@example.org with details of the securities to be transferred.